Foundations Investment Advisors, LLC

Endowment

Position in UVV — Universal Corp /Va/

CIK 1743404 PHOENIX, AZ

Position in UVV

as of Jun 30, 2026 · filed Aug 14, 2026 Compact

Position Value

$1,258,079

-$355,647 QoQ

Shares Held

24,115

-21.2% QoQ

Ownership

0.097%

of shares outstanding

% of Portfolio

0.03%

of 13F equity value

Holder Rank

#67

of 231 holders

Holding Since

Sep 2025

4 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Consumer Defensive · as of Jun 30, 2026

Foundations Investment Advisors, LLC holds $62,164,629 across 4 Tobacco names. UVV ranks #4 (2.0% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	MO	Altria Group, Inc.	456,035	$32,811,716
2	PM	Philip Morris International Inc.	145,674	$26,353,882
3	BTI	British American Tobacco p.l.c.	28,189	$1,740,952
4	UVV	Universal Corp /Va/ This page	24,115	$1,258,079

4 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$1,258,079	24,115	-21.2%	Shares	Sole	2026-08-14
2026-03-31	$1,613,726	30,621	+41.2%	Shares	Sole	2026-05-11
2025-12-31	$1,143,725	21,682	+228.4%	Shares	Sole	2026-02-10
2025-09-30	$368,853	6,602	—	Shares	Sole	2025-11-03
No filing history on record for this holder in this stock.